A highly interactive virtual masterclass that takes you through the practical challenges and strategies of SMSF income streams.
Smart people learn together…
Join us for this upcoming accredited SMSF virtual masterclass as we work through a pensions playbook exploring various technical issues, planning considerations and strategy ideas with Transition to Retirement Income Streams, Account Based Pensions and Death Benefit Income Streams.
This virtual event provides attendees with 4+ accredited CPD hours and includes attending the live event, supporting materials (incl. case study) and the ability to access the recordings until 31 December 2021.
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Interactive virtual event
The SMSF pensions virtual masterclass is not simply a webinar… delivered through a virtual event platform, the event provides you with access to the live stage for each session, a lounge to interact with the speaker(s) and other attendees and a lobby to access resources, view the agenda and track the leaderboard!
With the use of a case study, this virtual masterclass event takes you through 3 distinct stages of paying and managing pensions, from transition to retirement income streams (TRIS), to Account Based Pensions, and Death Benefit Income Streams.
The ticket provides the nominated individual with access to attend the live virtual event, the event materials and online access to the recording until 31 December 2021.
A link to access the virtual hub for the masterclass will be provided in your ticket that is issued by Smarter SMSF. Further details about access and navigating the hub will be provided to attendees closer to the event date.
The virtual hub will be open for attendees to login approximately 1 hour before the event commences, which will allow for you to register for sessions and access the session materials.
All session held throughout the day are being live streamed for attendees. Each session is being recorded so that they can be watched by attendees between the event date at 31 December 2021.
Yes, CPD points will be awarded towards the SMSF Association (as an Accredited Educator), the major accounting bodies (CPA, CAANZ, IPA), and the Tax Practitioners Board (TPB). CPD hours will also be broken down for FASEA & ASIC purposes, along with recognition for SMSF audit hours.
The CPD certificate will be issued shortly after 10 December, allowing users a further 2 weeks after the event to watch any sessions and complete additional assessment materials.
31 December 2021. However, CPD a CPD certificate will only be awarded based upon user activity to 10 December 2021.
Yes, if you are unable to attend you can transfer the ticket to another attendee on the basis that you have contacted Smarter SMSF to advise of the updated attendee information to grant access.
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